You can remind users when they need to perform certain tasks in Cinode.

Reminders are sent automatically via e-mail to affected users, and they can choose to turn off notifications for reminders of a certain type under their account settings.

You can choose to

  • Remind employees to update their profile and choose an Update interval. Choosing for example "every three months" will trigger an e-mail notification to the user.

  • Remind sales responsible when the estimated close date is coming up for a deal. Select a Number of days in advance for example 7, this will trigger the sales responsible for an email notification 7 days in advance of the estimated close date.


Did this answer your question?